At a glance
- Debt concerns that dominate headlines also play a role, according to Insurance AUM Journal’s summary of Conning’s latest Investment Perspective.
- The summary examines the outlook for Federal Reserve policy and where opportunities are emerging in fixed income, but does not quantify the opportunity set or name specific sectors.
- Conning reported $106.9bn in regulatory assets across 819 accounts as of 17 October, per ICD's records.
Cynthia Beaulieu, Conning’s chief investment officer for North America, says the resilience of the U.S. economy is a key driver of higher Treasury yields. Debt concerns that dominate headlines also play a role, according to Insurance AUM Journal’s summary of Conning’s latest Investment Perspective.
The summary examines the outlook for Federal Reserve policy and where opportunities are emerging in fixed income, but does not quantify the opportunity set or name specific sectors. The full perspective is a video behind a registration wall for institutional investors.
Conning reported $106.9bn in regulatory assets across 819 accounts as of 17 October, per ICD's records.
Higher yields have been a reinvestment tailwind for general accounts, lifting yields on new money while premium flow slows.
Reported by the Insurer portfolios desk from Insurance AUM Journal. Published . Corrections